Import List

This feature allow firms to import an existing list of opt outs / data delete requests to your customer profile in the app.

Step 1. Click on Import List in menu bar. This displays the Import List modal form

Step 2: Drop a file containing the list you wish to upload in to the Import List form - releasing them where it says "Drag files here to upload"

Step 3. The app will upload and read the list.

Once the upload is complete the "Select Import Field" control will appear, along with the "Import" button.

Step 4: Select Fields to Import in to your profile. Click on the "Select Import Field" to display the headers in the file you have just uploaded. Important to note that the file you upload should have a regular structure - fixed number of columns - and contain a header row.

Once you have selected the fields you want to import, you can now start the process.

Step 5: Begin The Import Process. Click Import!

Step 6. Import Process is Complete. Now you can either drop a new file into the form to upload or click the 'x' in the top right hand corner of the form to return to the dashboard.